LifeGuide Financial Advisors’s Vanguard ESG International Stock ETF VSGX Stock Holding History

LifeGuide Financial Advisors’s Portfolio VSGX Stock Details VSGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5M	Buy	200,730 +4,972	+3%	+$394K	4.71%	8
2026 Q1	$14M	Buy	195,758 +4,212	+2%	+$316K	4.49%	8
2025 Q4	$13.9M	Buy	191,546 +1,281	+0.7%	+$90.4K	4.62%	8
2025 Q3	$12.5M	Sell	190,265 -74	-0%	-$4.97K	4.59%	8
2025 Q2	$12.5M	Buy	190,339 +2,512	+1%	+$155K	4.6%	8
2025 Q1	$11.1M	Buy	187,827 +5,028	+3%	+$297K	4.52%	8
2024 Q4	$10.4M	Buy	182,799 +28,828	+19%	+$1.7M	4.45%	7
2024 Q3	$9.47M	Buy	153,971 +16,645	+12%	+$982K	4.04%	8
2024 Q2	$7.86M	Buy	137,326 +9,173	+7%	+$524K	3.82%	8
2024 Q1	$7.36M	Buy	128,153 +7,903	+7%	+$439K	3.71%	8
2023 Q4	$6.65M	Buy	120,250 +21,082	+21%	+$1.09M	3.51%	8
2023 Q3	$5M	Buy	99,168 +32,185	+48%	+$1.7M	2.92%	9
2023 Q2	$3.56M	Buy	66,983 +40,884	+157%	+$2.17M	2.4%	8
2023 Q1	$1.37M	Buy	+26,099	New	+$1.36M	1.1%	9

Other funds holding VSGX

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

New Covenant Trust Company Jeffersonville, Indiana $133M AUM 28.4% 1-Year Est. Return

Orser Capital Management Southlake, Texas $202M AUM 32.65% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return